Oppenheimer Holdings Stock Alpha and Beta Analysis
| OPY Stock | USD 60.05 0.80 1.31% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Oppenheimer Holdings. It also helps investors analyze the systematic and unsystematic risks associated with investing in Oppenheimer Holdings over a specified time horizon. Remember, high Oppenheimer Holdings' alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Oppenheimer Holdings' market risk premium analysis include:
Beta 0.97 | Alpha 0.12 | Risk 2.1 | Sharpe Ratio 0.12 | Expected Return 0.26 |
Oppenheimer Holdings Quarterly Cash And Equivalents |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Oppenheimer |
Oppenheimer Holdings Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Oppenheimer Holdings market risk premium is the additional return an investor will receive from holding Oppenheimer Holdings long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Oppenheimer Holdings. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Oppenheimer Holdings' performance over market.| α | 0.12 | β | 0.97 |
Oppenheimer Holdings expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Oppenheimer Holdings' Buy-and-hold return. Our buy-and-hold chart shows how Oppenheimer Holdings performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Oppenheimer Holdings Market Price Analysis
Market price analysis indicators help investors to evaluate how Oppenheimer Holdings stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Oppenheimer Holdings shares will generate the highest return on investment. By understating and applying Oppenheimer Holdings stock market price indicators, traders can identify Oppenheimer Holdings position entry and exit signals to maximize returns.
Oppenheimer Holdings Return and Market Media
The median price of Oppenheimer Holdings for the period between Wed, Aug 28, 2024 and Tue, Nov 26, 2024 is 50.64 with a coefficient of variation of 9.01. The daily time series for the period is distributed with a sample standard deviation of 4.78, arithmetic mean of 53.07, and mean deviation of 4.21. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Target loses Oppenheimer top pick status amid increased markdowns, inventory | 10/21/2024 |
2 | SEI Investments CEO Ryan Hicke Sells 10,000 Shares | 10/29/2024 |
3 | Zurn Elkay Water Solutions Sets New 1-Year High Heres Why | 11/07/2024 |
4 | Wesco International CFO sells shares worth 3.1 million | 11/13/2024 |
5 | TriSalus Life Sciences Research Analysts Recent Ratings Updates | 11/15/2024 |
6 | HCA Healthcare SVP Whalen sells shares worth 527,677 | 11/18/2024 |
7 | Apple Shares Up 0.4 percent Heres Why | 11/19/2024 |
8 | . | 11/21/2024 |
| Oppenheimer Holdings dividend paid on 22nd of November 2024 | 11/22/2024 |
About Oppenheimer Holdings Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Oppenheimer or other stocks. Alpha measures the amount that position in Oppenheimer Holdings has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2021 | 2022 | 2023 | 2024 (projected) | Dividend Yield | 0.0332 | 0.0143 | 0.0145 | 0.0153 | Price To Sales Ratio | 0.42 | 0.44 | 0.36 | 0.62 |
Oppenheimer Holdings Upcoming Company Events
As portrayed in its financial statements, the presentation of Oppenheimer Holdings' financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Oppenheimer Holdings' leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Oppenheimer Holdings' public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Oppenheimer Holdings. Please utilize our Beneish M Score to check the likelihood of Oppenheimer Holdings' management manipulating its earnings.
| 26th of April 2024 Upcoming Quarterly Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View |
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Additional Tools for Oppenheimer Stock Analysis
When running Oppenheimer Holdings' price analysis, check to measure Oppenheimer Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oppenheimer Holdings is operating at the current time. Most of Oppenheimer Holdings' value examination focuses on studying past and present price action to predict the probability of Oppenheimer Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oppenheimer Holdings' price. Additionally, you may evaluate how the addition of Oppenheimer Holdings to your portfolios can decrease your overall portfolio volatility.